Gradient Investments’s iShares Asia 50 ETF AIA Stock Holding History

Gradient Investments’s Portfolio AIA Stock Details AIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-931	Closed	-$46K	–	1503
2022 Q3	$46K	Hold	931	–	–	﹤0.01%	490
2022 Q2	$58K	Hold	931	–	–	﹤0.01%	448
2022 Q1	$64K	Hold	931	–	–	﹤0.01%	433
2021 Q4	$71K	Hold	931	–	–	﹤0.01%	416
2021 Q3	$73K	Hold	931	–	–	﹤0.01%	416
2021 Q2	$85K	Hold	931	–	–	﹤0.01%	391
2021 Q1	$86K	Buy	931 +332	+55%	+$31.8K	﹤0.01%	382
2020 Q4	$43K	Hold	599	–	–	﹤0.01%	426
2020 Q3	$43K	Hold	599	–	–	﹤0.01%	429
2020 Q2	$39K	Hold	599	–	–	﹤0.01%	422
2020 Q1	$33K	Hold	599	–	–	﹤0.01%	419
2019 Q4	$40K	Buy	+599	New	+$37.3K	﹤0.01%	441

Other funds holding AIA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FPCM

Financial Partners Capital Management New York $449M AUM 11.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ULWM

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gradient Investments's AIA Position: Q4 2022 in Review

Gradient Investments sold out of iShares Asia 50 ETF (AIA) in Q4 2022, closing a stake of 931 shares — an estimated $46K sold.

Gradient Investments first reported a position in AIA in Q4 2019 and held it in 12 quarters. The position peaked at $86K in Q1 2021. 75 funds tracked by Wall St. Rank hold AIA as of Q4 2022.

Gradient Investments reported no remaining iShares Asia 50 ETF position as of Q4 2022 after selling out during the quarter.
Gradient Investments sold 931 iShares Asia 50 ETF shares in Q4 2022, an estimated $46K.
Gradient Investments first reported a position in iShares Asia 50 ETF in Q4 2019 and held it in 12 quarters.
Gradient Investments's iShares Asia 50 ETF position peaked at $86K in Q1 2021.
75 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.